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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $519,838 | $100,911+415.1% | $90,440+474.8% | $158,966+227.0% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 4.60% | 1726.62%-1722.0pp | 1294.38%-1289.8pp | 302.95%-298.4pp |
| Employer contribution / active EE | $1,345 | $3,690-63.6% | $3,263-58.8% | $4,762-71.8% |
| Participant deferral / active EE | $10,400 | $4,348+139.2% | $3,964+162.4% | $5,983+73.8% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |